Rooted Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$224K Sell
2023
Q2
$287K Sell
2023
Q1
$2.01M Sell
2022
Q4
$3.29M Buy